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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
-15.84%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$103B
AUM Growth
-$27.2B
Cap. Flow
+$866M
Cap. Flow %
0.84%
Top 10 Hldgs %
15.13%
Holding
4,047
New
573
Increased
1,474
Reduced
1,328
Closed
645

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$462M
2
AGN
Allergan plc
AGN
+$390M
3
T icon
AT&T
T
+$371M
4
BMY icon
Bristol-Myers Squibb
BMY
+$353M
5
NEE icon
NextEra Energy
NEE
+$326M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.97B
2
META icon
Meta Platforms (Facebook)
META
+$435M
3
PFE icon
Pfizer
PFE
+$377M
4
GE icon
GE Aerospace
GE
+$354M
5
SBUX icon
Starbucks
SBUX
+$323M

Sector Composition

Rank Sector Weight
1 Healthcare 25.43%
2 Technology 12.71%
3 Consumer Staples 9.79%
4 Financials 8.2%
5 Utilities 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLRD
3976
DELISTED
Tailored Brands, Inc.
TLRD
– –
-550,350
Closed -$2.28M
MINI
3977
DELISTED
Mobile Mini Inc
MINI
– –
-72,770
Closed -$2.76M
IBKC
3978
DELISTED
IBERIABANK Corp
IBKC
– –
-138,948
Closed -$10.4M
TECD
3979
DELISTED
Tech Data Corp
TECD
– –
-288,742
Closed -$41.5M
IOTS
3980
DELISTED
Adesto Technologies Corp
IOTS
– –
-70,900
Closed -$603K
SAEX
3981
DELISTED
SAExploration Holdings, Inc.
SAEX
– –
-20,219
Closed -$61K
FG
3982
DELISTED
FGL Holdings Ordinary Shares
FG
– –
-511,500
Closed -$5.45M
UNT
3983
DELISTED
UNIT Corporation
UNT
– –
-481,100
Closed -$335K
PBBI
3984
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
– –
-24,800
Closed -$376K
MLNX
3985
DELISTED
Mellanox Technologies, Ltd.
MLNX
– –
-941,487
Closed -$110M
JMEI
3986
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
– –
-351,480
Closed -$7.21M
CTST
3987
DELISTED
CannTrust Holdings Inc. Common Share
CTST
– –
-119,900
Closed -$111K
WAAS
3988
DELISTED
AquaVenture Holdings Limited
WAAS
– –
-489,700
Closed -$13.3M
BCRH
3989
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
– –
-346,208
Closed -$2.38M
AVX
3990
DELISTED
AVX Corporation
AVX
– –
-64,600
Closed -$1.32M
AYR
3991
DELISTED
Aircastle Ltd
AYR
– –
-117,696
Closed -$3.77M
INST
3992
DELISTED
Instructure, Inc.
INST
– –
-20,500
Closed -$988K
HABT
3993
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
– –
-1,613,700
Closed -$16.8M
AKS
3994
DELISTED
AK Steel Holding Corp
AKS
– –
-8,105,171
Closed -$26.7M
INXN
3995
DELISTED
Interxion Holding N.V.
INXN
– –
-332,000
Closed -$27.8M
ZAYO
3996
DELISTED
Zayo Group Holdings, Inc.
ZAYO
– –
-5,433,248
Closed -$188M
CSS
3997
DELISTED
CSS Industries, Inc.
CSS
– –
-324,019
Closed -$1.43M
DERM
3998
DELISTED
Dermira, Inc.
DERM
– –
-340,849
Closed -$5.17M
LTS
3999
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
– –
-784,695
Closed -$2.73M
MNI
4000
DELISTED
The McClatchy Company Class A Common Stock
MNI
– –
-38,030
Closed -$18K
158 159
160
161 162

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Jim Simons's Q1 2020 Portfolio in Review

As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.

By sector, the portfolio is most concentrated in Healthcare at 25% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
  • Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
  • Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
  • Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
  • Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
  • Jim Simons opened 573 new positions and closed 645 in Q1 2020.
  • Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.

Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.